Bank of Montreal’s BHP BHP Stock Holding History

Bank of Montreal’s Portfolio BHP Stock Details BHP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-11,210	Closed	-$483K	–	4325
2018 Q4	$483K	Hold	11,210	–	–	﹤0.01%	2186
2018 Q3	$498K	Buy	+11,210	New	+$486K	﹤0.01%	2335
2015 Q1	–	Sell	-35,480	Closed	-$1.42M	–	3981
2014 Q4	$1.42M	Sell	35,480 -82,786	-70%	-$3.82M	﹤0.01%	1545
2014 Q3	$5.89M	Sell	118,266 -41,392	-26%	-$2.41M	0.01%	1021
2014 Q2	$9.24M	Hold	159,658	–	–	0.01%	842
2014 Q1	$9.15M	Buy	+159,658	New	+$8.95M	0.01%	708

Other funds holding BHP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

MSR

Main Street Research Lakeville, Connecticut $2.12B AUM 67.44% 1-Year Est. Return

Bank of Montreal's BHP Position: Q2 2026 in Review

Bank of Montreal reduced its BHP (BHP) stake by 56% in Q2 2026, selling an estimated $52.7M and leaving 508,813 shares worth $42.4M. The position accounts for 0.01% of the portfolio, ranked #647.

Bank of Montreal first reported a position in BHP in Q2 2013 and has held it in 53 quarters since. The position peaked at $134M in Q2 2024. 622 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

Bank of Montreal held 508,813 shares of BHP worth $42.4M as of Q2 2026.
Bank of Montreal sold 634,834 BHP shares in Q2 2026, an estimated $52.7M.
BHP made up 0.01% of Bank of Montreal's portfolio in Q2 2026, its #647 holding.
Bank of Montreal first reported a position in BHP in Q2 2013 and has held it in 53 quarters since.
Bank of Montreal's BHP position peaked at $134M in Q2 2024.
622 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.